See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,321 | $106,515-60.3% | $96,683-56.2% | $139,434-69.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.81% | 38.43%-33.6pp | 35.69%-30.9pp | 372.94%-368.1pp |
| Employer contribution / active EE | $992 | $4,103-75.8% | $3,737-73.5% | $4,751-79.1% |
| Participant deferral / active EE | $3,592 | $5,454-34.1% | $4,878-26.4% | $6,710-46.5% |
| Admin fee / account holder | $2,759 | $7,877-65.0% | $6,730-59.0% | $11,403-75.8% |